Workflow Updates
Cancellation Request Transaction
This workflow is optional however, creating a Cancellation Request transaction when a client requests to cancel a policy allows team members to know that the request is in process. Do not add a Cancellation Request transaction for Notice of Intent to Cancel from carrier or finance company.
NOTE: The Cancellation Request transaction is NOT in lieu of entering a Cancellation Confirmation transaction. A Cancellation Confirmation transaction must be entered when the final cancellation is received and to invoice the cancellation.
Step-by-Step (SBS) Workflows
Step-by-Step (SBS) workflows provide point-and-click directions on how to process work in the agency management system and supplement the Overview workflows. SBS workflows are available by clicking on the applicable Overview page in the applicable department LibertyONE site.
The following SBS workflows have been published:
Add Prospect/Client (Overview)
Renewals (Overview)
Add Prospect/Client (SBS)
AMS360 Email/Print eForms
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Proofs (Overview) > Certificate of Insurance (Overview)
Add Contacts Overview)
Add Contacts (SBS)
Ì Create Master Certificate Template (SBS) Ì Edit Master Certificate Template (SBS) Ì Add Holders (SBS)
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New Business (Overview) > Binding/Add Policy (Overview)
AMS360/ImageRight Tools
Add Policy - Not Marketed/ No Existing Policies (SBS)
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AMS360 Email/Print eForms
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Ì Copy Policy - Existing Policies (SBS) Ì Add Policy - Marketed
4 | Updates to AMS360
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